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ClosedFull-time

External Sales Consultant

SA Home Loans

Umhlanga, KwaZulu-Natal

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Salary not listed

This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).

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Customer service roles in retail, banking and BPO reward strong communicators and are a common entry point for matriculants.

Job description

At SA Home Loans, we’re more than a financial services provider, we’re a purpose-driven organisation committed to changing lives by making homeownership possible for more South Africans. As a specialist, non-bank mortgage provider, we combine innovation, transparency, and a client-first approach to deliver tailored home financing solutions that truly make a difference.

Join a team that is passionate about empowering people, driven by excellence, and dedicated to creating an amazing customer experience at every step of the homeownership journey.

Lead Generation & Prospecting

  • Proactively generate and manage a pipeline of potential home loan clients through networking, partnerships, referrals, and direct marketing initiatives.
  • Execute targeted prospecting activities to build sustainable lead sources and consistently support sales conversion targets.

Client Needs Analysis

  • Conduct thorough needs analysis using effective questioning techniques to understand clients’ financial position, affordability, and home-finance requirements.
  • Pre-qualify clients by assessing credit health, financial background, and potential risks, and recommend appropriate solutions aligned to their needs.

Solution Matching & Product Guidance

  • Recommend tailored home loan solutions by applying in-depth product knowledge and aligning offerings to the client’s financial profile and needs.
  • Clearly explain application processes, credit criteria, required documentation, and any conditions to ensure informed client decision-making.

Client Relationship Management

  • Maintain consistent and proactive communication with clients throughout the application and approval process, ensuring clarity and amazing service excellence.
  • Build long-term relationships by conducting post-approval follow-ups, resolving queries promptly, and actively generating referral opportunities.

Sales Administration

  • Complete and capture applications accurately, based on what the client requires and qualifies for.
  • Compile supporting documents and ensure the file is completed and ready to process**.**

Minimum Requirements

  • Matric or NQF Level 4
  • Own Car & Valid Drivers License (compulsory)

Experience

  • 2-3 years sales experience (preferably financial services, property, insurance, banking)
  • Proven track record of meeting or exceeding sales targets
  • External sales experience
  • Experience working with leads, pipelines, and conversion targets
  • Strong Marketing and administrative skills

Key Core Compentencies

  • Personal development
  • Motivating
  • Drive
  • Results-oriented
  • Providing feedback
  • Structuring
  • Decisiveness
  • Negotiating
  • Dutifulness
  • Performing under pressure

If you haven't heard from us within 14 days of applying, please note that your application was unfortunately not successful on this occasion.

Work Location: In person

Found on Indeed · Posted 1 months ago · Last checked 1 months ago

Good to know

What does this customer service job pay?

This listing does not state a salary. As a guide, customer service roles in South Africa typically pay R7 000 to R17 000 a month (indicative).

Do I need experience for customer service jobs in Umhlanga?

Many customer service roles in Umhlanga are open to candidates with little or no experience. Read the listing for its exact requirements.

How do I apply for this job?

Tap "Apply on Indeed" to open the original listing, where you can read the full description and apply directly. JobsZA never charges you to apply, and you should never pay money to get a job.

Found on Indeed · Posted 1 months ago

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